+332.4%
MTB vs VOO
+817.1%
-484.7%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | +0.3% |
| 7D | +1.7% | +0.1% | +1.6% | +1.6% |
| 30D | -4.2% | +0.1% | -4.2% | -4.3% |
| 3M | +8.9% | +2.0% | +6.9% | +6.2% |
| 6M | +10.9% | +13.0% | -2.2% | -3.2% |
| YTD | +21.5% | +13.6% | +7.9% | +5.4% |
| 1Y | +21.9% | +20.1% | +1.8% | -0.5% |
| 3Y | +109.2% | +77.6% | +31.7% | +11.7% |
| 5Y | +102.0% | +82.4% | +19.5% | +3.9% |
| 10Y | +171.9% | +316.8% | -144.9% | -43.0% |
| All | +332.4% | +817.1% | -484.7% | -64.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling